Angela BurcelCRD Number: 6550707
Current Firm: Charles Schwab & Company, Inc.
Angela Burcel (CRD# 6550707) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 6 years of experience in the finance industry.
Hedgefield Wealth Management
Td Ameritrade, Inc.
Td Ameritrade, Inc.
|Charles Schwab & Company, Inc.||Westlake, TX||May 2020 - Current||1|
|Usaa Investment Management Company||Tampa, FL||Dec 2018 - May 2020||1|
|Usaa Financial Planning Services||Tampa, FL||Oct 2015 - May 2020||4|
|Usaa Financial Advisors, Inc.||Tampa, FL||Aug 2015 - May 2020||4|
|Usaa||Tampa, FL||Jan 2013 - Oct 2015||2|
|Bank Of America||Tampa, FL||Jul 2010 - Jan 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
|S65||NASAA Investment Advisors Law Examination||Oct 2018|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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